Managing Staff & Client Profiles
Reporting Managers
What is a Reporting Manager? When creating and viewing a Staff profile in Welina, there will be a field to enter a staff’s “Reporting Manager.” This “Reporting Manager” refers to the person or people who directly oversee this staff member. For ...
Client Profile Creation
Setting Up Client Profiles Creating a NEW client profile NOTE: If you are using Welina and Aloha integration your Welina client profiles will be automatically created. Client and staff assignments will automatically sync from the client assignment ...
Staff Profile Creation
Setting up Staff Profiles Creating a NEW Staff Profile Before creating a staff profile make sure you have built out User Roles first. NOTE: If you are using Welina and Aloha integration your Welina staff profiles will be automatically created! Once ...